The local Alameda County numbers are all headed the wrong direction. 5% positivity and climbing (ignore the end).
It's definitely a risk but I think based on Elon's unhinged response last time they'll tread carefully this time. Sometimes it pays to be insane.
I don't think they'll mandate a shutdown unless they have a superspreader event inside the factory. This is becoming much more likely all the time (I am certain they have employees coming down with infections all the time). This is now approaching 1000x the infection density that the Shanghai factory ever encountered after reopening, IIRC (did the calcs before).
It's likely just a matter of time before an employee dies. Hopefully they're doing a very excellent job of enforcing sanitation measures at the factory. It's probably possible to make it sort of safe, but everyone has to really be very serious about it.
But, who ever would have guessed that building cars in a tent would be pandemic proof? Maybe that's what is driving the stock price; market anticipates that only car manufacturers building cars in tents will be able to continue to build cars?
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